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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFC
2326
First Citizens Financial Corp
Iowa
$420K – – –
PGWM
2327
Parisi Gray Wealth Management
New Jersey
$420K -$32.9K -458 -7%
NECFA
2328
New England Capital Financial Advisors
Connecticut
$419K -$6.18K -86 -1%
KIG
2329
Kessler Investment Group
Indiana
$419K -$15.5K -215 -4%
WP
2330
WealthPLAN Partners
Nebraska
$419K -$849K -11,821 -67%
JLBC
2331
J.L. Bainbridge & Co
Florida
$419K -$33.1K -460 -7%
RIA
2332
Realta Investment Advisors
Delaware
$418K -$2.32M -32,949 -85%
CYG
2333
Clean Yield Group
Vermont
$417K +$2.01K +28 +0.5%
ACG
2334
Allen Capital Group
Nebraska
$416K +$4.46K +62 +1%
MGI
2335
MayTech Global Investments
New York
$416K -$25.9K -360 -6%
HP
2336
Hyperion Partners
Pennsylvania
$416K -$1.15K -16 -0.3%
BTIM
2337
BancFirst Trust & Investment Management
Oklahoma
$415K +$2.01K +28 +0.5%
RWI
2338
Red Wave Investments
Pennsylvania
$415K +$6.18K +86 +2%
FA
2339
Fiducient Advisors
Illinois
$415K -$25.4K -351 -6%
LWM
2340
Lakeridge Wealth Management
Ohio
$414K +$1.37K +19 +0.3%
BA
2341
Brightwater Advisory
Florida
$414K – – –
DAM
2342
Doheny Asset Management
California
$414K – – –
GAM
2343
Gould Asset Management
California
$414K -$32.3K -450 -7%
TVAMP
2344
Tennessee Valley Asset Management Partners
Tennessee
$414K +$73.3K +1,049 +22%
JGUA
2345
John G. Ullman & Associates
New York
$412K +$3.59K +50 +0.9%
GTAM
2346
Global Trust Asset Management
Florida
$412K +$7.19K +100 +2%
W
2347
Wealthquest
Ohio
$412K +$412K +5,740 New
CFO
2348
Callan Family Office
Pennsylvania
$411K +$69.3K +964 +20%
1WM
2349
1900 Wealth Management
Texas
$410K – – –
HP
2350
Holistic Planning
Texas
$410K +$34.7K +483 +9%
92 93
94
95 96